Team Advisors
Philip J. Messuri is a Certified Financial Planner™ Professional and owns a financial planning and investment management firm in Albuquerque, New Mexico. Mr. Messuri entered the financial planning and investment arenas in 1996. Mr. Messuri’s clients include couples, individuals, business owners and charities ...
Travis Flandermeyer, an MBA, is an Investment Adviser Representative with Private Client Services and a licensed life and disability insurance agent. Travis has a unique background that serves him well in working with physicians nationwide due to his uncommon experience and training ...